Year-end client comms that keep everyone organised
Draft a clear end-of-financial-year message that tells clients what you need, by when, and what to expect — without the scramble.
What you’ll do
- List what you need from clients before year-end and the key dates.
- Ask for a clear, calm year-end email with a simple checklist.
- Review it and send it to your client list.
Common questions
Can I use this for both Australian EOFY (30 June) and other financial year-ends?
Yes — you tell the AI the dates and obligations that apply to your client base. The lesson is structured around whatever year-end you're working to. You give it the key dates and checklist items; it writes them up clearly. Always confirm the dates are right before sending.
Should I include client-specific figures in the year-end email?
No — a year-end broadcast email works best as a general 'here's what we all need to do' message. For anything client-specific (outstanding balances, estimated tax positions), handle that separately in a one-to-one communication, and don't paste financial figures into the AI tool.
Will it produce an accurate checklist of documents to collect?
The AI will produce a clear, structured checklist from whatever you give it. You provide the list of things you actually need — bank statements, payroll summaries, loan statements, whatever your workflow requires — and it writes them up in plain English. You review to make sure nothing's missing or wrong for your clients.
What about clients with different year-end requirements — companies versus sole traders?
The lesson shows how to keep a core year-end email and create two or three short variants for different client types. You give the AI a brief description of each group's specific requirements and it adjusts the checklist and wording. You review each version before sending.
The email is going to a lot of clients — how do I make it feel personal without it being generic?
A well-written year-end email can feel genuinely helpful without being personalised line by line. The lesson shows how to write warmly and specifically about what clients need to do, rather than boilerplate filler. For key clients, you can add one or two personalised sentences yourself after the AI draft.
Does this do anything in my accounting software or send the email automatically?
No. You get a draft in the AI tool's browser window, copy it, and send it from your own email. There's no connection to Xero, MYOB, QuickBooks or any other software — and nothing gets sent without you choosing to send it.